Beckerman Institutional, LLC
CIK 2043468 · Holdings on Sep 30, 2024 · First reported Nov 1, 2024
Top ten holdings
Q3 2024- BRK.B10.87%
- IDEV5.62%
- DBND4.86%
- LDUR4.73%
- DFAI4.18%
- GOOGL2.96%
- DFAC2.91%
- GLDM2.70%
- DGS2.31%
- SCHD2.24%
Share classes counted separately43.38%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $12.91M | 10.87% | 28.04K shares | Prior unavailable — | — | ↗▾ |
| 02 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $6.68M | 5.62% | 94.28K shares | Prior unavailable — | — | ↗▾ |
| 03 | DBNDDOUBLELINE OPPOR COR BND-USDOPPORTUNISTIC BD View history and evidence | $5.78M | 4.86% | 121.96K shares | Prior unavailable — | — | ↗▾ |
| 04 | LDURPIMCO ENHANCED LOW DURATIONENHNCD LW DUR AC View history and evidence | $5.62M | 4.73% | 58.58K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $4.96M | 4.18% | 156.14K shares | Prior unavailable — | — | ↗▾ |
| 06 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.51M | 2.96% | 21.18K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $3.46M | 2.91% | 100.80K shares | Prior unavailable — | — | ↗▾ |
| 08 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $3.21M | 2.70% | 61.58K shares | Prior unavailable — | — | ↗▾ |
| 09 | DGSWISDOMTREE EM SMALL CAPEMG MKTS SMCAP View history and evidence | $2.74M | 2.31% | 51.06K shares | Prior unavailable — | — | ↗▾ |
| 10 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $2.66M | 2.24% | 31.52K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2043468 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118738
}Research all 96 reported holdings.
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